Articles

How To Apply A Vendor Discount To A Purchase Order (advanced)

A Vendor may elect to give a discount on a PO. This can be accomplished in Acctivate by making adjustments to the Prices on the PO. However, a user may not wish to change the Cost of their products by

Posted in Purchasing

How To Apply A Vendor Discount To A Purchase Order (simple)

A Vendor may elect to give a discount on a PO. One way to enter this in Acctivate is to make adjustments to the Price of the goods on the PO. However, a user may not wish to effect the

Posted in Purchasing

Other Amounts On Purchase Order Invoices

When preparing an Invoice from a Purchase Order, you may notice a tab in the Purchase Invoice window called “Other Amounts.” This article will explain the function of this tab. The screenshot below shows the Purchase Invoice window and the

Posted in Purchasing

“Restore Settings” for Acctivate Grids

In Acctivate, different windows contain grids for different fields and columns. These fields can often be resized and moved around the grid by users based on their preferences. Acctivate remembers these settings for each user. If desired, a user can

Posted in Business Activity, Business Alerts, Customer, Inventory, Launch Acctivate, Order Manager, Purchasing, Sales, Shipping

Skipped or Missing Invoice Numbers

From time to time, users may notice that some invoice numbers “go missing” or get skipped. This is not uncommon and can be attributed to a few different potential reasons for the missing numbers. We’ll go over the most common

Posted in Configuration, Purchasing, Sales

Find and Post an un-posted Inventory Receipt Transaction

You received inventory but still do not see the receipt quantity on hand and available in your warehouse, the two most common reasons for this are the receipt was posted to the incorrect warehouse which can be corrected with a

Posted in Inventory, Purchasing

Find vs Begins With in Search Windows

Acctivate search windows use a Multi Field Search which looks for data in several different fields at once. The multi field search can also look for a character that is anywhere in the text for the values in those fields. For

Posted in Customer, Inventory, Purchasing, Sales

Purchase Order GL Expense Account for Inventoried Products

On the Purchase Order window, when entering products, users may notice the GL Expense Account field and believe a GL Account needs to be selected.  For inventoried products, Acctivate will always use the Warehouse Purchases account, which is selected on the warehouse

Posted in Purchasing

Sort Columns In Look Up Windows

Starting in Acctivate 10.2, users will have the ability to sort data in every column of every look up window in Acctivate. This feature will allow a user to sort any column in the lookup for Customers, Sales Orders, Products etc.

Posted in Customer, Inventory, Purchasing, Sales

Prepay Vendor Purchase Order

Some Vendors may require you prepay a portion or all of a Purchase Order. To accommodate this, you would write the check to the vendor from QuickBooks for the prepayment amount. Once you receive the bill from the vendor, you would

Posted in Purchasing, QuickBooks and Sync
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